At Plan B CPA | Bookkeeping · Tax Planning · Advisory
A CPA-Led Firm Built for Growing Businesses
Plan B CPA is a CPA-led accounting and advisory firm providing proactive, ongoing support to established small businesses. We help business owners gain financial clarity, reduce risk, and make informed decisions through structured accounting, tax, and advisory services.
Our work is designed for businesses that want more than basic compliance. We focus on accuracy, foresight, and consistency so financial information becomes a tool for decision-making, not just a record of the past.
Our Approach
We operate through a CPA-led model that combines experienced oversight, reliable systems, and consistent processes. Rather than engaging only at deadlines, we work with clients throughout the year to ensure financial information stays current, compliant, and aligned with business goals.
Our approach emphasizes:
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Proactive planning instead of reactive fixes
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Clear scope and expectations from the start
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Ongoing engagement rather than one-time services
This structure allows us to provide dependable support while scaling with our clients as their businesses grow.
Team Members
Get to know our amazing team
With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.
Leadership & Experience
Plan B CPA brings over 20 years of real-world experience in both public and industry accounting to the table. We prioritize strong internal controls, accurate reporting, and future-focused planning because we know these elements are vital for growth. Our background spans various industries, which allows us to support your business with practical insights rather than just technical expertise.
Who We Work With
We work best with established small businesses that:
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Value proactive planning and financial clarity
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Want ongoing, CPA-led accounting and tax support
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Are ready to invest in professional financial oversight
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Prefer structured processes and clear communication
We are generally not the best fit for early-stage startups, one-time tax filings, or businesses seeking the lowest-cost option.
Location & Service Area
While Plan B CPA is based in the Washington, DC metropolitan area, we work with clients remotely across the United States. Our services are delivered through secure, cloud-based systems that allow us to support businesses consistently regardless of location.
In-person meetings may be available for established clients in Northern Virginia on a limited basis.
The Next Step
If you’re an established business seeking ongoing, CPA-led accounting and tax support, the next step is to apply for a strategy call.